In addition to defining rules for calculating and collecting tuition and fees, with this PeopleSoft Student Financials Fundamentals Training Rel 9 Course, participants will learn how to set up the PeopleSoft Enterprise Student Financials accounting structure (Business Units, Account Types, and Item Types). In depth activities provide participants with hands-on experience on how to set up security options and trees. Participants use workflow to review and approve groups of transactions and also learn how financial data is transmitted and received for groups of students. Additionally, this course demonstrates how a student’s account is updated with anticipated aid and how aid is disbursed into the student account to reduce the balance. Participants prepare for billing customers, create billing standard requests, and design the invoice layout. Finally, participants review refunding rules, process a withdrawal, and run a batch refund.

• If you are familiar with some aspects of this PeopleSoft Student Financials Fundamentals Training Rel 9 course, we can omit or shorten their discussion.
• We can adjust the emphasis placed on the various topics or build the PeopleSoft Student Financials Fundamentals Training Rel 9 course around the mix of technologies of interest to you (including technologies other than those included in this outline).
• If your background is nontechnical, we can exclude the more technical topics, include the topics that may be of special interest to you (e.g., as a manager or policy-maker), and present the PeopleSoft Student Financials Fundamentals Training Rel 9 course in manner understandable to lay audiences.

Prerequisites:

• Understanding of basic navigation and PeopleSoft concepts
• Understanding of the Campus Solutions academic structure
• Able to run processes and reports
• Use of control tables to enforce business rules